WiserAdvisor > Educational Planning
Educational Planning
Credentials & Designations
- Certified College Planning Specialist (CCPS)
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
Articles and Blog
Featured Articles on Education Planners
- Federal Education Loan Rates Are on the Rise. Could It Affect You?
- Coping with the Financial Aid Process
- Withdrawing College Funds
Financial Aid
Saving for College
Featured Education Planners...
Jit Tandon Education Planners from Springfield,VA
Jit Tandon is President of Ficadenti Tandon Asset Management, Inc. and a well known financial professional in Northern Virginia. Mr. Tandon counsels seniors on how to increase their income and reduce ......
Trow Trowbridge Education Planners from Reston,VA
Dominion Wealth Management, Inc. is your one-stop comprehensive wealth management firm. Our holistic approach strives to help you live your best life in retirement and our industry leading processes h......
Phillip Harris Education Planners from Meridian,ID
Our firm was founded in 2002 to provide comprehensive fee-based wealth management services to corporate executives, professionals, business owners and individuals seeking financial investment advic......
Ethan Broga, CFP®, MS Education Planners from Seattle,WA
Ethan specializes in helping soon-to-be retirees significantly strengthen their financial position through the use of innovative tax, planning, and investment strategies. To learn more visit our web ......
William Militello Education Planners from Leesburg,VA
Piedmont Investments has developed a unique, robust philosophy that guides its investment strategies for the full benefit of its clients. In its innovative concept of the two hemispheres, Piedmont ......
Matthew Garrow Education Planners from Maumee,OH
Our mission is to partner with clients to establish and achieve financial goals through objective planning and investment management programs. Our purpose is to help build, manage, and preserve your ......
David Bobrowsky, CFP® Education Planners from Walnut Creek,CA
David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchild......
Thomas M. LaRocca CFP®, ChFC Education Planners from Wilmington,DE
JPL Asset Management and Planning, LLC is an independent Registered Investment Advisory firm based in Wilmington, DE and serving clients throughout the United States. Thomas M. LaRocca CFP®, ChFC is ......
Michael Balakirsky MBA Education Planners from Columbia,MD
Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland . Our job is to take anxiety out of your life thru holistic financial plannin......
Aaron Johnson Education Planners from San Mateo,CA
Integrity, perseverance, and vision are the values that lead to success. As an Investment Advisory Representative for Trilogy Financial Services, Aaron Johnson uses these core values to provide the be......
James Luippold Education Planners from Walnut Creek,CA
At First Allied Securities we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goal......
J.R. Witt Education Planners from Germantown,TN
J.R. Witt began his financial service career in 1976. He is the Principal of First Liberty Financial, an independent financial services and employee-benefits firm located in Germantown, Tennessee. Amo......
Kyle Kranzley Education Planners from Mount Laurel,NJ
Kyle L. Kranzley is a full service fee-based financial planner with LPL Financial. His highest priority is to create value and peace of mind for his clients by offering comprehensive wealth management......
Jeffery Rollert Education Planners from Pasadena,CA
We are Foundational Income Advisors. Our portfolios are the foundational support for all the investments of a client. The firm is now in its 18th year of providing investment advice to conservativ......
David Warshaw Education Planners from Garden City,NY
We believe that people should work with a financial advisor to reach their goals through multiple generations. These goals include retirement asset accumulation, portfolio income strategies, colleg......
William Callahan, CFP® Education Planners from Omaha,NE
Callahan Financial Planning is an Omaha-based, independent financial planning and investment management company providing a unique form of hourly service financial planning services without salespeopl......
Ken Perine CFP ® Education Planners from Livermore,CA
At Meritage Wealth Advisory we help develop and implement customized plans to protect and grow your wealth so you can spend less time stressing and more time enjoying life. We know you’re busy and you......
Gary Sudol Education Planners from Las Vegas,NV
Company founder and president, Mark J. Sudol, CFP ®, CEP, has been operating as a financial professional since 1983! Mark spent over 30 years serving clients as a representative of two of the largest ......
Marc Schliefer Education Planners from Bethesda,MD
Since 1963, Equity Planning Inc. has combined time- tested financial methods with innovative strategies. We counsel our clients in the three key areas of financial services—protection, savings, and ......
Are you a
Education Planner ?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
Top City Searches
- Austin,TX
- Baltimore,MD
- Birmingham,AL
- Columbia,MD
- Cincinnati,OH
- Dallas,TX
- Des Moines,IA
- Grand Rapids,MI
- Indianapolis,IN
- Las Vegas,NV
- Little Rock,AR
- Minneapolis,MN
- Milwaukee,WI
- New York,NY
- Palo Alto,CA
- Pittsburgh,PA
- Plano,TX
- Raleigh,NC
- Richmond,VA
- San Diego,CA
- Seattle,WA
- Tucson,AZ
- Washington,DC
- West Chester,PA
